K & L INVESTMENTS, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 25 |
| Total number of particpants at end of year | 2025-10-13 | 25 |
| Number of Participants With Account Balances | 2025-10-13 | 25 |
| 2024: K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-08 | 24 |
| Total number of particpants at end of year | 2024-10-08 | 18 |
| Number of Participants With Account Balances | 2024-10-08 | 18 |
| 2022: K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-26 | 42 |
| Total number of particpants at end of year | 2022-07-26 | 34 |
| Number of Participants With Account Balances | 2022-07-26 | 32 |
| 2009: K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 35 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 16266 |
| Net assets as of the end of the plan year | 2025-10-13 | 2609173 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 2191114 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 132374 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 16266 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 255014 |
| Plan net income in this plan year | 2025-10-13 | 418059 |
| Net assets as of the end of the plan year | 2025-10-13 | 2609173 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 2191114 |
| Employer contributions to plan in this plan year | 2025-10-13 | 46937 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 0 |
| 2024 : K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-08 | 14140 |
| Net assets as of the end of the plan year | 2024-10-08 | 2191114 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1736721 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 20498 |
| Other expenses paid from plan in this plan year | 2024-10-08 | 14140 |
| Other contributions to plan in this plan year | 2024-10-08 | 0 |
| Other income to plan in this plan year | 2024-10-08 | 424565 |
| Plan net income in this plan year | 2024-10-08 | 454393 |
| Net assets as of the end of the plan year | 2024-10-08 | 2191114 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1736721 |
| Employer contributions to plan in this plan year | 2024-10-08 | 23470 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 0 |
| 2022 : K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 884920 |
| Net assets as of the end of the plan year | 2022-07-26 | 1825700 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2243697 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 225000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 102693 |
| Other income to plan in this plan year | 2022-07-26 | 233576 |
| Plan net income in this plan year | 2022-07-26 | -417997 |
| Net assets as of the end of the plan year | 2022-07-26 | 1825700 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2243697 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 10924 |
| Employer contributions to plan in this plan year | 2022-07-26 | 130654 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 1053 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 4980 |
| 2010 : K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $93,247 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $39,397 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $39,397 |
| Total plan assets at end of year | 2010-12-31 | $486,376 |
| Total plan assets at beginning of year | 2010-12-31 | $432,526 |
| Value of fidelity bond covering the plan | 2010-12-31 | $135,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,445 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $61,984 |
| Other income received | 2010-12-31 | $4,497 |
| Net income (gross income less expenses) | 2010-12-31 | $53,850 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $486,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $432,526 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $382 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,305 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : K & L INVESTMENTS, L.L.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
